PURPOSE

Protecting and understanding your individual or your business wealth and assets is an important part of overall financial health. In order to help you accomplish this we offer business valuation services. A valuation can play a key role in helping you achieve your financial goals. Common situations that often require a valuation are: selling of a business, obtaining financing, planning for a merger or acquisition, develop an estate, litigation, insurance claims and more.

Attract and retain the best employees with a health benefits package. Plus, these packages save both you and your employee tax dollars. We specialize in third party employee and employer plan administration including section 125 cafeteria plans, health reimbursement arrangement plans, health savings account plans and planning document design and amendments.

Empower your employees to save for their retirement by offering a retirement plan. We can help you design a qualified retirement plan that fits your business needs. For retirement plans, we offer a variety of administrative support services, partnering and consulting.

Get customized solutions for your practice, no matter the size or complexity, with our MDplus™ Medical and Dental Consulting. We’ve developed a strategic set of financial tools to foster the long-term health of your practice. Choose from tools like practice evaluation, benchmarking, profit analysis and more.

Take advantage of our tax law expertise. We strive to limit current and future tax liabilities for our clients. We provide our clients with a comprehensive strategy and action plan based on business or individual needs. Services include everything from planning to compliance.

Create a successful foundation for your business with meaningful, well-organized financial records with our accounting and consulting services. This will also help ensure your operations run more efficiently on a daily basis. Our menu of accounting and consulting services covers all aspects of accounting and general ledger needs. From bookkeeping to business valuation, and everything in between, we can help.

We offer a variety of audit and assurance services to help ensure your business is meeting requirements and in the best position for meeting goals. Let us help you with audit services for: Financial statements: government, non-profit, small business Employee Benefit Plans Specific Single Occurrence

Our company has been serving clients for more than 65 years. We have a collective pool of knowledge throughout our elite team that includes 25 employees and 11 full-time CPAs. Wisdom and experiences are shared to create an environment that focuses on the satisfaction of every single client.

Today’s business owner is busier than ever, we know because we’re business owners too. We’ve embraced and sought the technology, platforms and services that can empower business owners to grow their business and make better business decisions. From cloud-based services to consulting, we put the information you need right at your fingertips.

We want our clients to have confidence in every thing we do. Our company takes great measures to ensure that we have the highest ethics and standards of our profession. Each CPA in our company is a member of the American Institute of CPAs (AICPA) and the Idaho Society of CPAs. Furthermore, several are also fully credentialed in other states in which they have active licenses. In addition, we are a member of the AICPA Private Companies Practice Section, which imposes mandatory peer review on a regular basis to ensure quality control of all members' accounting and auditing services.

In today’s high-tech, connected environment it is easy to offer services, but harder and harder to develop and maintain meaningful relationships for many firms. Not for us. We’ve always put the one-on-one client relationship above all else. Our personal involvement is what allows us to know our clients on a level that creates benefits for their business and gives us the ability to know what services may bring them the most value. We use technology and tools to supplement our relationships and services, not replace them.

As a local business, we have the opportunity to change the North Idaho community. We honor and understand that our company is part of a complex and diverse local and regional economy. We are passionate about serving others in our community. All members of our team are encouraged to play active, leading roles in giving back to, and shaping, our communities.

We understand that each community is made of different threads that weave together a unique business environment. While we have clients across the country that we provide the best in class of services to, we can offer our local clients an additional advantage. Small to medium businesses need a resource that gets the local economy, challenges and growth opportunities. With our deep North Idaho roots and experienced team, our firm can offer a unique perspective for clients that need information and tools to help them make better business decisions – right here, right now.